+87.4%
ARKK vs MTZ
+160.5%
-73.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | -0.9% |
| 7D | -3.1% | +1.4% | -4.4% | -3.7% |
| 30D | +2.7% | -14.5% | +17.2% | +9.2% |
| 3M | +10.8% | -32.9% | +43.7% | +27.5% |
| 6M | +14.4% | -20.8% | +35.2% | +20.4% |
| YTD | +8.7% | +10.6% | -1.9% | -3.1% |
| 1Y | +6.7% | +27.1% | -20.3% | -11.2% |
| 3Y | +87.4% | +166.1% | -78.7% | +10.5% |
| All | +87.4% | +160.5% | -73.1% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling